test

Aryn Sands

@Leo Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$1.094BTotal holdings348
Assets growth rate11.66%Assets growth rate (2-Q avg)5.98%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Leo Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 348 positions.

Assets under management

The assets under management (AUM) of Leo Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.094B in assets, with a quarterly growth rate of 11.66% and a 2-quarter average growth rate of 5.98%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AFRMAffirm Hldgs Inc
Recent Activity
Decreased -3.38%
4.13%
$45.086M
1.105M shares@ $40.83 avg price
AAPLApple Inc
Recent Activity
Decreased -1.7%
2.97%
$32.437M
139,213 shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -8.86%
2.36%
$25.727M
138,074 shares@ $186.33 avg price
SBACSba Communications Corp New
Recent Activity
Decreased -3.82%
0.92%
$9.973M
41,433 shares@ $240.7 avg price
NVDANvidia Corporation
Recent Activity
Decreased -6.44%
0.88%
$9.567M
78,782 shares@ $121.44 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.62%
0.73%
$7.969M
20,757 shares@ $383.94 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.59%
0.67%
$7.223M
36,469 shares@ $198.07 avg price
BLKBlackrock Inc
Recent Activity
Decreased -33.15%
0.66%
$7.2M
7,583 shares@ $949.46 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.13%
0.55%
$5.921M
124,572 shares@ $47.54 avg price
FLCHFranklin Templeton Etf Tr
Recent Activity
Decreased -0.25%
0.53%
$5.712M
284,017 shares@ $20.11 avg price